Hello Friends!
We’ve reached that time of year when hot days of summer have finally started to wane, and the crisp chill of autumn is clear on the horizon. But, before you get ready to curl up next to a fire and excitedly await the holiday season, our team here at Libman Tax Strategies encourages you to make a quick trip to our office to sit down and chat with us! If you wait until next year to talk to us about your taxes, we’re sad to say it’ll be too late for us to really do much to help save you money. You have to start now — before tax season picks up — for our team to line your pockets with a little extra cash, so do not wait. To prove we’re worth disrupting your busy schedules for an earlier meeting, we want to share a story detailing how Adam got a client a check for over $200,000 plus interest: A couple months ago, a client came to me after two years of doing his own taxes. He is a really intelligent guy and the executive vice-president of a lucrative software company, so he had the capability of doing his taxes on his own. But after paying the IRS buckets of cash after the last two tax seasons, he thought he might have made a mistake somewhere.
With some encouragement from his wife, he made an appointment with Adam to have all his paperwork looked at more closely. He might have felt strange worrying about taxes when the season didn’t start for another eight or nine months, but he knew if he had any chance of fixing errors, he’d have to start early. During that consultation, Adam noticed the client had some stock options he didn’t report properly, and, by remedying that small mistake on the client’s past two tax returns, Adam was able to get him and his wife a check from the IRS for $214,000 plus interest ! You might think you have your taxes squared away, but it never hurts to have a fresh set of eyes. Maybe you’ll even save an extra buck (or 214,000 of them) in the process! Lastly, if you’ve been efficient and already have your 2020 taxes on track, then send a friend or family member our way so we can help them save time and money, too! We promise they’ll thank you for it. Give our office a call today.
424.253.0200 • 5
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